IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,904 hedge funds and large institutions have $48.9B invested in iShares Core S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 761 increasing their positions, 759 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
30.47%
Holding in Top 10
329
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.64%
% of All Funds
5.27%
New
107
Increased
761
Reduced
759
Closed
81
Calls
$14.8M
Puts
$8.08M
Net Calls
+$6.73M
Net Calls Change
+$37.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$594M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$209M
3
US Bancorp
US Bancorp
Minnesota
+$143M
4
BBA
BLB&B Advisors
Pennsylvania
+$55M
5
Cerity Partners
Cerity Partners
New York
+$53.7M

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
-$1.08B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$286M
3
CAM
Cresset Asset Management
Illinois
-$265M
4
BlackRock
BlackRock
New York
-$179M
5
HNB
Huntington National Bank
Ohio
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1551
Sawgrass Asset Management
Florida
$340K – – –
VCAM
1552
Van Cleef Asset Management
Ohio
$339K – – –
LMKC
1553
L.M. Kohn & Company
Ohio
$339K +$250 +5 +0.1%
RW
1554
RVW Wealth
California
$339K -$67.5K -1,350 -17%
OIA
1555
Optimum Investment Advisors
Illinois
$338K – – –
FWI
1556
Facet Wealth Inc
Maryland
$338K +$1.5K +30 +0.4%
LSA
1557
Lion Street Advisors
Texas
$337K +$130K +2,600 +63%
FGG
1558
Financial Guidance Group
Florida
$337K -$41.8K -835 -11%
AIP
1559
Ahrens Investment Partners
Louisiana
$336K -$3.75K -75 -1%
FPCP
1560
Fort Point Capital Partners
California
$332K – – –
BBA
1561
Braun-Bostich & Associates
Pennsylvania
$327K +$327K +6,535 New
ZIC
1562
ZWJ Investment Counsel
Georgia
$323K +$323K +6,450 New
MTC
1563
McDaniel Terry & Co
Texas
$322K – – –
HWM
1564
Hemington Wealth Management
Virginia
$320K -$7K -140 -2%
PCA
1565
Pallas Capital Advisors
Massachusetts
$320K – – –
SIA
1566
SkyView Investment Advisors
New Jersey
$319K -$4.51K -90 -1%
SPI
1567
Sutton Place Investors
New York
$319K -$15.5K -310 -5%
FCAG
1568
First Capital Advisors Group
New Jersey
$319K -$4.5K -90 -1%
SVCP
1569
Silicon Valley Capital Partners
California
$319K +$1.25K +25 +0.4%
ZCM
1570
Ziegler Capital Management
Illinois
$318K -$43K -860 -12%
OBWG
1571
Onyx Bridge Wealth Group
New York
$318K – – –
PD
1572
Planning Directions
Pennsylvania
$317K -$4.51K -90 -1%
DFG
1573
Delta Financial Group
New Jersey
$317K +$65.2K +1,300 +26%
TWM
1574
Tradition Wealth Management
Minnesota
$317K +$80.1K +1,600 +34%
CA
1575
CapWealth Advisors
Tennessee
$317K -$44.5K -890 -12%
61 62
63
64 65